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Analyst Opinion - When I was briefed on Microsoft Equipt a few days ago, I couldn稚 help but take this in context with Bill Gates� departure and reflect on the post-Gates Microsoft. For much of Microsoft痴 history, the company has been known primarily for two very successful products - Windows and Office. Sometimes this connection has been less than positive. Back in 2000, I had a conversation with back then new Microsoft president Steve Ballmer and was fascinated that he believed that the market would eventually move to a subscription model. With Equipt, Microsoft takes its biggest step in this direction and it makes me wonder whether Windows will, or should, someday follow. |
